Market Review Most Recent

The first quarter of 2021 ended well for our portfolios as value stocks and small stocks continued to outperform as the economic backdrop improved and major economies continue to re-open as the [...]

If you have been reading the financial news headlines you would think that stock markets had a terrible time in February. The headlines were not wrong as the typical barometers for stock market [...]

January was a good month for most of our portfolios, despite the broader markets being down for the month. This is because our allocations to smaller companies and to emerging market stocks [...]

What an eventful year. Before we look ahead to 2021, let us take a look back at how stocks and bonds performed in 2020 and see what happened. Exhibit 1: Performance of major indices 2020 (USD [...]